Abstract: Various embodiments are directed to systems and methods for generating and delivering a reimbursement request from a customer of a financial institution. According to various embodiments a transaction list may be displayed to a customer. The transaction list may comprise transactions on the customer's account at the financial institution. An indication of a transaction to be reimbursed selected from the list, an indication of a recipient of the reimbursement request, an indication of the reimbursement request amount, and a text message may be received from the customer. The reimbursement request may be generated by packaging an indication of the customer, a description of the transaction to be reimbursed, the indication of the recipient, the indication of the reimbursement request amount and the text message into a message format. The reimbursement request may be transmitted to the recipient.

Abstract: A web services hub receives a request from a data source system, transforms the request, and transmits the transformed request to an external system. A secure service router is coupled to the web services hub. The secure service router authenticates the data source system and locates a transformation service to transform the request.

Abstract: Various systems, processes, tools and techniques are provided for managing and processing alerts associated with different business events that impact a corporate entity. In various aspects, the system may employ an event-driven architecture to process business events and then provide customers and other system users with a mechanism for having have visibility into those business events through a subscription process, for example. Subscribers may be offered the ability to tap into different streams of business events, filter the event streams to obtain information only for events of interest, and then receive alerts associated with the events via one or more communication media or channels.

Abstract: Various embodiments are directed to methods for marketing investment services. The methods may comprise receiving at least one signal from a position detector indicating a position of a viewer relative to a display screen in a first axis and a perpendicular distance of the viewer from the display screen. The display screen may be aligned along the first axis and a second axis. The methods may also comprise displaying with the display screen a user interface. The user interface may comprise an age scale aligned with the first axis, an asset scale aligned with a second axis and a chart of assets versus age. Upon determining that the perpendicular distance of the viewer from the display screen is less than a predetermined value, the methods may comprise modifying the interface to display an element at a first position on the age scale corresponding to a position of the viewer relative to the display screen in the first axis.

Abstract: An apparatus for marketing investment services comprising a display screen aligned along a vertical axis and a horizontal axis, a position detector, and a computer device. The computer device may receive at least one signal from the position detector indicating a position of a viewer relative to the display screen in the horizontal axis and a perpendicular distance of the viewer from the display screen; cause the display screen to display a user interface. The user interface may comprise an age scale aligned with the horizontal axis, an asset scale aligned with the vertical axis and a chart of assets versus age. Upon determining that the perpendicular distance of the viewer from the display screen is less than a predetermined value, the computer device modify the interface to display an element at a first position on the age scale corresponding to a position of the viewer relative to the display screen in the horizontal axis.

Abstract: Techniques for performing an accounts payable process may include receiving transaction data including at least one of invoice data, purchase order data, and vendor data; and verifying a transaction by matching a dynamic data set of client-specified multi-dimensional criteria to the transaction data. An accounts payable system may include a host system in communication with one or more client systems. The host system may include a matching database configured to receive an accounts payable file including at least one of invoice data, purchase order data, and vendor data; and verify a transaction by matching a dynamic data set of client-specified multi-dimensional records to attributes of the accounts payable file.

Abstract: Methods for tracking customer spending: the methods may comprise receiving from the customer a first threshold amount and a period length; receiving a transaction indication for each debit transaction made by the customer during a first period; and alerting the customer if the sum of the amounts of debit transactions during the first period exceeds the first threshold amount. The methods may also comprise receiving a transaction indication for each debit transaction made by the customer during a second period; and alerting the customer if the sum of the amounts of debit transactions during the second period exceeds a second threshold amount.

Abstract: A user interface hosted by a financial institution. The user interface is accessible via a communication network by a first user using a client device and includes at least one first screen for managing financial transactions of the first user. The user interface further includes a second screen for conducting email communication between the first user and at least one party other than the financial institution.

Abstract: Various embodiments of the invention can be used to organize and prioritize data to optimize the ability to answer business questions and address business needs. A data mapping system may be used to map value driver data elements to business questions to assess which data sets or sources of data are more important than others when assessing the business questions. This can assist in the process of identifying the most useful and accurate data for assessing a business question.

Abstract: Computer implemented methods of tracking customer spending and income are provided. The methods may comprise aggregating spending transactions by estimating income to a customer during a first time period. The methods may also comprise displaying a user interface to the customer. The user interface may comprise a first bar indicating customer income and a second bar indicating customer spending.

Abstract: Various embodiments of the invention can be used to organize and prioritize data to optimize the ability to answer business questions and address business needs. A data mapping system may be used to map value driver data elements to business questions to assess which data sets or sources of data are more important than others when assessing the business questions. This can assist in the process of identifying the most useful and accurate data for assessing a business question.

Abstract: Enhanced processes, methods, tools, strategies, and techniques are provided for more effectively and efficiently processing, managing, analyzing, and communicating wealth related data and other financial information within a computing environment. In various embodiments, the analysis tools provided herein have been designed to correspond visually with a mental model employed by many clients in managing their wealth.

Abstract: A computer-implemented system for routing a call to a call center may generally comprise a computer system comprising at least one processor and a storage device comprising computer-readable medium in communication with the processor and storing instructions adapted to be executed by the processor to receive a call from a caller at an automated call distributor, initiate an interactive voice response interrogation session with the caller, and classify the call as one of a first type and a second type based on the interactive voice response interrogation session, when the call type is classified as the first type, route the call to at least one of a plurality of branches comprising at least one agent designated to receive calls classified as the first type, when the call type is classified as the second type, route the call to a call center comprising at least one agent designated to receive calls classified as the first type and the second type.

Abstract: A computer-implemented method for routing a call to a call center may generally comprise receiving a call from a caller at an automated call distributor, initiating an interactive voice response interrogation session with the caller, and classifying the call as one of a first type and a second type based on the interactive voice response interrogation session, when the call type is classified as the first type, routing the call to at least one of a plurality of branches comprising at least one agent designated to receive calls classified as the first type, when the call type is classified as the second type, routing the call to a call center comprising at least one agent designated to receive calls classified as the first type and the second type.

Abstract: Various embodiments are disclosed for processing image cash letter files comprising transactions directed to a first image exchange system and transactions directed to a second image exchange systems. First and second cash letter output files may be generated, where the first and second cash letter output files may comprise cash letter file headers based on a header of an input cash letter file. Each transaction record included in the input cash letter file may be directed to either the first output cash letter file or the second output cash letter file. The headers of the respective output cash letter files may be updated based on the records written thereto.

Abstract: Various embodiments are disclosed for processing image cash letter files comprising transactions directed to a first image exchange system and transactions directed to a second image exchange systems. First and second cash letter output files may be generated, where the first and second cash letter output files may comprise cash letter file headers based on a header of an input cash letter file. Each transaction record included in the input cash letter file may be directed to either the first output cash letter file or the second output cash letter file. The headers of the respective output cash letter files may be updated based on the records written thereto.

Abstract: In various embodiments, a system is provided for building configurable applications. The system may include a distributed tier with a presentation module accessible by a user which is configured to permit configuration of an interface in a session with the user and an interface module configured to process session state data in an extensible language format. The system may also include a mainframe system having an enterprise architecture integration (EAI) framework configured for receiving the extensible language formatted state data and invoking at least one service in association with evaluating the extensible language formatted state data and a business rules engine based on an extensible language format. The mainframe system may be configured to translate the evaluated state data into a reply message based on the extensible language format.

Abstract: A method for processing documents in a database having at least one record therein. Asset-related data contained on at least one document is reviewed pursuant to securitization of multiple assets. The at least one of the multiple assets comprises a commercial mortgage loan. The document is received into the database on a flow basis including receiving information from the document into the database as the document information becomes available for entry into the database. The flow basis includes collecting data from the document independently of an end use of the document. The contents of the document are analyzed to ensure compliance with at least one standard. The output data is provided from the record in the database. The output data includes at least data related to multiple assets associated with a securitization of the multiple assets. System, computer readable memory, and computer readable memory storage embodiments also are provided.

Abstract: An interactive computer architecture is provided that can be employed as a bridge between a mainframe-based computing environment and a distributed server-based computing environment. A request/reply contract can be expressed within the mainframe-based environment and employed as the basis for generating a web service in the distributed computing environment.

Abstract: An interactive computer architecture is provided that can be employed as a bridge between a mainframe-based computing environment and a distributed server-based computing environment. A request/reply contract can be expressed within the mainframe-based environment and employed as the basis for generating a web service in the distributed computing environment.